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JPMorgan US Research Enhanced Equity A JDEAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
36.01  /  0.14 %
Total Assets
5.0 Bil
Adj. Expense Ratio
0.600%
Expense Ratio
0.600%
Fee Level
Low
Longest Manager Tenure
18.95 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Limited
TTM Yield
0.95%
Turnover
59%

USD | NAV as of Jun 11, 2021 | 1-Day Return as of Jun 11, 2021, 10:46 PM GMT+00:00

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Morningstar’s Analysis

Will JDEAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JDEAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the JDEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of JDEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager Departure on JPMorgan U.S. Research Enhanced Equity Does Not Affect Ratings

Associate Director

Analyst Note

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On Nov. 1, 2020, manager Steven Lee rolled off JPMorgan U.S. Research Enhanced Equity. Lee was not involved in day-to-day portfolio management responsibilities, so his departure does not affect the strategy's Average People rating or Morningstar Analyst Rating of Neutral. Lee remains at J.P. Morgan and as a manager on his other charges, JPMorgan U.S. Large Cap Core Plus JLPSX and JPMorgan Research Market Neutral JMNSX.

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